Topel Forman Adds Wealth Management and Financial Planning Services Through Affiliation

Chicago-based IPA 200 firm Topel Forman LLC (FY21 net revenue of $26.9 million) has affiliated with Dubuque, Iowa-based registered investment advisor Avantax Planning Partners to provide tax-focused financial planning and wealth management services to clients.

“We wanted to add financial planning and wealth management because we want to keep building on the trusted relationships we have with our clients,” says Topel Forman partner Robert Naselli. “We see more value in adding holistic planning so we can continue to be our clients’ most trusted advisor – for Topel Forman, this is a natural progression in the client relationship.”

Born from a CPA firm and working almost exclusively with accounting firms nationwide over the past 30 years, Avantax Planning Partners provides Topel Forman with a turnkey financial planning and wealth management model.

“Topel Forman is a terrific fit with Avantax Planning Partners because, like us, they want to continue delivering great value to their clients, always keeping clients at the forefront, now in an advisory model,” adds Avantax Planning Partners president Louie Rosalez. “As with all our affiliates, a devoted and experienced Avantax planning team backed by our significant back-office capabilities will support Topel Forman as they help clients make the most important decisions of their financial lives.”



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